Wise-Sync: 2015 Version Release Notes

v4.3.0 - Major Release - Wise-Pay (Release Date: 25 October 2015)

New Major Version: Wise-Pay released to Private Beta Partners. Full version release expected IT Nation November, 11, 2015.

Wise-Pay provides integration for multiple payment providers to ConnectWise and Quosal. This initial release brings support for IntegraPay, Stripe and BrainTree. Additional payment providers to be added include Authorize.Net and PayMill.

Major Functionality:

Wise-Pay provides integration between all of the common integration points; including

We've launched a new minor version to continue the release of the ConnectWise Project Integration which we are managing Onboarding of new partners. A number of major improvements have been included in this release to provide further enhancement to the onboarding platform, including:

v4.2.0 - Major Release - Onboarding (Release Date: 28 May 2015)

We've launched our first iteration of our ConnectWise Project integration that will assist in the management of onboarding new partners. This is the single largest set of features we've release; and will look to share these new integrations with patners as we learn how they can help us to deliver greater levels of service all while increasing the utilisation of ConnectWise in our own business.

Onboarding Feature Release:

This interface sees the direct integration of Wise-Sync onboarding into a number of integration points including:

Projects

Tickets

Scheduling

Time Entry

Documents

The release also includes integration into a number of 3rd party integrations to include productivity when interacting with partners across multiple projects and deliverables.

3rd Party platforms integrations include:

Google Drive

Goto Meeting

We're also continuing the development of our payments platform will be called "Wise-Pay", partners are invited to register to our beta programme here (www.wise-pay.com).

Enhancement Release:

As part of the development of the integration to the Documents API, this was extended to provide functionality for Enhanced Expenses; syncing the documents attached to ConnectWise expenses to Xero and QBO.

Feature: #375: Document Sync to Expenses in Xero / QBO

ConnectWise Version Release:

We've release support for v2015.5 as part of this release; providing for the update API and SDK endpoints.

v4.1.0.1 - Major Release - Payments (Release Date: 24 April 2015)

Wise-Sync Account Payment Processing (Wise-Pay. Wise-Pay Gateway)

We've launched our first iteration of our payment processing platform which will be called "Wise-Pay" that will provide options for payment processing through multiple merchant gateways "Wise-Pay Gateway". One of the most hotly requested features in ConnectWise history; payment processing, will address the age old problem of being able to manage payments from a variety of payment providers.

Over the next 6 months, you'll see a number of enhancements as we broaden the Wise-Sync products to include some pretty awesome features, payments being just one.

Our first iteration brings payment processing for your Wise-Sync account to the Billing History tab, which will allow you to process outstanding invoices, via saved (Card saved on your account) and manual payment methods (Enter a Credit Card for a One off Payment).

Bug Fixes

#411: Xero > Base URL for Draft Invoices links to View, which does not have an option to Approve invoices.

#410: Xero > Account filters display archived and deleted accounts.

#409: Xero > Payments are de-allocated from an invoice in ConnectWise where the invoice exists as either draft or deleted in Xero.

v4.0.9 - Minor Release - Hot Fix Release (Release Date: 7 March 2015)

Updated version includes a hotfix to correct issues with multi-account sync.

Minor Enhancements:

Minor fix for multi-company subscriptions getting "Object not set to instance of an object" error.

v4.0.8 - Minor Release - Feature Release (Release Date: 6 March 2015)Updated version includes a small feature release and a couple of form updates.

Minor Enhancements:

#363 - Sync Statistics: A new tab has been added to the Sync Page, that shows basic statistics about your account. Including a little graph showing your last three months sync totals.

#357 - Links to Xero Records: Links will now include a organisation redirect to ensure that the link directs you to the correct organisation. This only affects users with multiple Xero Organisations. Previously the link resulted in a 500 server error until you selected the correct organisation xero.

v4.0.7 - Minor Release - Bug Fixes (Release Date: 25/02/2015)

Updated version includes minor bug fixes for mostly text and form handling. This release includes a feature to help improve the handling of Part-Ship purchase orders.

Partner Led Enhancements:

#353 - Advanced Feature: Part-Ship compliance will be enabled by default on all accounts where Part-Shipment is enabled. This will ensure that part-shipped PO's do not accidentally end up creating multiple invoices in Xero in the event of the items being received and synced at different times, but on the same invoice.

Bug Fixes:

#292 - Plan over limit notification warning. A warning will display when account usage is over the set limits.

#356 - Form validation & loading. Forms that interface with other systems (Xero / QBO) will now display a 'Loading' dialog when communicating to indicate that we are working in the background, which reduces user frustration, increasing your inner zen.

#352 - IE Warning on Reset Password. We'll let you know if you need to use an alternative browser such as Chrome / Firefox for forms that are known to have issues with Internet Explorer.

This version brings support for ConnectWise Version v2015.3, which sees no major changes to the API.A few new customer facing features have been included in this feature as well as billing updates / plan pages now defaulting based on region with the release of US and Global region pricing for all Plans . Update includes a number of enhancements including framework for new features surrounding RCTI and Referral Commissions.

Enhancements:

Support for ConnectWise 2015.3 API Framework

Validate Form fields for all Xero Account fields.Accounts from xero will now be listed as valid accounts for allocation to address incorrect allocation of Tax / Account combinations.

Commission payment system for Wise-Sync Agents and Ninja Army (partner referral program) due Q2 2015.

This version brings a few new customer facing features as well as billing updates to support the addition of our US billing options. US customers will have the option to switch to our US$ billing accounts, saving costs in international currency conversion charges on their credit cards. If you would like to switch to a USD transaction please email support@wise-sync.com, so that this can be initiated.

Release now implements v2.0 API endpoints, which are still in development. Only some endpoints have been migrated as we continue to work with ConnectWise to address issues with the results received for calls made to the API.

Minor Updates for QBO Sync

Minor updates applied to the QBO sync, including better error handling due to changes in the QBO API.

Release some ConnectWise v2.0 API endpoints, which are still in development.These endpoints are only used for ConnectWise Partners using v2015.1 or later.

v4.0.0 - Major Release - QBO Sync (Release Date: 29/10/2014)

Support for QuickBooks Online

A major release completes the integration of Wise-Sync to QuickBooks online. A key cloud accounting application used by many businesses throughout the North American Region.

QuickBooks online presents an alternative platform for cloud accounting requirements of business looking to move from desktop applications such as QuickBooks, Sage, MYOB and many others.

As part of our strategy to become the #1 Accounting Integrator of choice for ConnectWise partners looking to move to the cloud, we've been able to achieve near complete feature porting of the features currently available to xero users.

Support for Sync of Connectwise Data to QuickBooks Online:

Invoices

Payments

Procurement (Expense Bills)

Inventory (Accounting Transaction)

Expenses

Wise-Pay

Here are some of the differences that users will benefit from when comparing to other integrations:

Single Record Batching

Record Validation = 100% Data Accuracy

Map to Account Numbers

Full Support for GL Mapping

Support of Regional Taxes

Multi Currency (Global Version Only)

Accounting Transaction flow for ConnectWise Inventory Transactions

Major Upgrade to Sync Framework

We've completed the re-design of our sync-framework to provide for greater levels of user feedback by shifting the workload to our front-end processing engine. QBO users will see this functionality in this release, with Xero sync on the roadmap for migration to the new sync framework in the next quarter. Features of the framework include.

ConnectWise Accounting API Change: v2014.6 Release. ConnectWise v2014.6 is now supported for beta partners upon release of this version to integration partners on the 05/09/2014.

v3.1.6 - Xero API Updates (Release Date: 03/09/2014)

ConnectWise Finance API Changes (v2014.5+)

Accounting API Change: Addition of Invoice Summarization option for users of ConnectWise v2014.5 and above.This feature provides support for the Ticket Details to be synced to the Xero Invoice for time entry information, at two levels being Condensed, and Ticket. This feature will allow for the time details to be sent to the invoice in Xero, so that a xero invoice may be sent in the place of the invoice from ConnectWise. All accounts will be set to "Default".

Default:Summary time entries (default), will provide all service time by the mapping level, noted as only "Service". All revenue will be sun totalled and mapped to the GL Level mappings accordingly.New options for ticket details will be outputted as the:Condensed: "Ticket #402 - Unable to Log into System", with all revenue sum totalled and grouped into the GL Level mappings accordingly.Ticket: "Ticket # 402 Work Role: System Engineer Work Type: After Hours Resource: Training Admin1 Unable to Log into System Testing the ticketing system" Each time entry will be represented by a single invoice line, and mapped to the GL Level mappings accordingly.

API Update: Support has been added for 4 decimal places for the unit price of each invoice line. This has also allowed for greater control over unit prices of items sold in ConnectWise which are fractional cents that may round up when invoiced. All item prices are now calculated to 4 decimal places to ensure support for Rounding.

Minor Enhancement:

Post Rounding Adjustments to Sales or Purchase Item Account: When rounding items are processed, the system would allocate the revenue and expense to the account nominated in the Wise-Sync > Company Setup > Rounding [Tab]. Support has been added to optionally post rounding items to the account which created the rounding error (normally related to the fractional cent issue above). Testing has found that most invoices will now be posted with very small rounding amounts, where previously this may have been several dollars (depending on qty of units sold).

v3.1.5 - Xero API Error Hotfix (Release Date: 14/08/2014)

Minor BugFix:

Resolved Issue: XeroAPI Error when creating items with a description longer than 1000 characters. Descriptions are truncated on the Item Description when the inventory item is created. The description on the invoice will be as per ConnectWise Product Customer Description.

Wise-Sync now support Multi-Currency transactions, allowing partners to Sell and Buy in foreign currencies. Xero will automatically calculate the Conversion Rates from the Mid-Market Rates as provided by XE.com

v2.4.1 - Major Feature Release (Release Date: 21/02/2014)

New Feature: Inventory Sync

Wise-Sync now provides support for ConnectWise Inventory Transactions for partners on Sync-Ninja Plan, including:

Posting of Inventory Adjustment on Sale of Asset (To Cost of Sales)

Posting of Inventory Transfer between warehouses

Posting of Inventory Adjustment to affect IV Valuations

In all cases transactions posted represent the IV accounting data only. As Xero does not hold Stock On Hand information, all IV Stock Information such as quantity and serial numbers can be managed in ConnectWise.

Initial release will be to beta partners on v2014.2, with GA Release expected in coming days.

Update to provide more manageability for Wise-Sync support users. Additional functions such as Debug Output and API Call Logging are now available. These extended logging features can be enabled on your Account Settings page. This will help the support team to provide faster levels of support on sync issues resulting from data inconsistencies in ConnectWise batch results.

App Enhancement > #95- Batch Result Invoice Link - A link to the xero invoice has been added, which provides direct click through to the xero invoice.- Added colour formatting to different Message Classes (ERROR, WARNING, SUCCESS)

v2.3.3 - Performance Enhancement (Release Date: 24/01/2014)

Update to improve performance for larger organisations (> 5000 invoices total AR / AP invoices) to improve efficiency of calls to the xero API to ensure that API limits are not being triggered. Tests were completed for invoice batches of 250-300 invoices in a single sync operation.

Resulting Application Performance Improvements:

#61 Changes to GET request for Xero Invoices (for validation). Reduced API call overhead and call efficiency during sync to only valid invoice numbers in batch for posting.

#60 Changes to GET request for Xero Invoice Payments (AR). To resolve issue where AR and AP invoice numbers are not unique (Refer KB: 253649)